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Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions. 

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Lifetime Asset Management

Financial Solutions for Life

Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.

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Latest NewsLatest News

Nov

01

Triangle Financial Advisors announces merger with LifeTime Asset Management

Triangle Financial Advisors and LifeTime Asset Management look forward to working together as one company in order to provide a customer service experience that is stronger and better than ever before.

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Aug

14

2017 Client Appreciation Events were a hit!

Thanks to everyone who came out to our Client Appreciation Events this summer! We hosted two events at the Durham Bulls Athletic Park and they were a ball! We enjoyed ballpark food, meeting their mascot Wood E, participating in a few on-field games, watching fireworks and cheering on our Durham Bulls baseball team here in North Carolina….

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Jul

05

The 2017 VIP Wine Tasting was fantastic!

We want to thank everyone that came out to North Ridge Country Club on June 22, 2017 for our VIP Wine Tasting on Riedel stemware. This was such a wonderful and fun event and we look forward to hosting another next year!

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Latest NewsRecent and Upcoming Events

Mar

03

2018 Shred Event

Our Annual Shred Event will be Saturday, March 3rd from 10am-1pm. Stop by with your old documents and tax returns for this FREE service! We will also have a shredding electronic truck, a food truck and even more! More information to come!

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Dec

07

2017 Open House

We are excited to share our move with everyone! Our Open House will be Thursday, December 7th from 5:30-7:30pm. We will have hors d’oeuvres, drinks and good conversation. Please join us for a wonderful evening in our new space! We look forward to seeing you there!

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Oct

19

2017 VIP Annual Golf Classic

LifeTime Asset Management’s 2017 Annual VIP Golf Classic will be here October 19th! We look forward to hitting the golf course with our clients for an 18 hole day of golf with dinner to follow. We hope to see you all there!

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Sep

25

2017 Tee It Up For A Cure

We look forward to sponsoring and playing in the 14th Annual Tee It Up For A Cure Golf Tournament again this year! This is such a wonderful cause that helps breast cancer research in North Carolina! http://www.chbcf.com/event-overview.html

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Jul

07

2017 Client Appreciation Events – Durham Bulls 7/7 and 8/8

This summer we will be hosting two client appreciation events at the Durham Bulls Athletic Park! July 7th and August 8th we will head to the Durham Bulls Athletic Park for evenings of baseball, food and fun! We look forward to seeing you there for two exciting evenings of baseball!

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Jun

22

2017 VIP Event – Wine Tasting

We are looking forward to another wine tasting event this June. This year will be a bit different as we sit down to experience the difference the shape and size of a glass can make to your wine drinking experience. We look forward to learning all about Riedel stemware and wine education!

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The expertise you want. The independent professional advice you need.

Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.

Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.

 

LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:

 

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